Fullcircle Wealth LLC
CRD 166695SEC# 801-121913McKinney, TX
No longer SEC-registered. Fullcircle Wealth LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$257.4M
Employees
3
Accounts
1,243
Location
McKinney, TX
Fullcircle Wealth LLC assets under management
Fullcircle Wealth LLC is a registered investment adviser overseen by the SEC based in McKinney, TX. It reports $257.4 million in regulatory assets under management and employs 3 people.
Fullcircle Wealth LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Wayne Sikes Control | Managing Member / Cco | Over 75% | 2012 |
Frequently asked questions
How much does Fullcircle Wealth LLC manage?
Fullcircle Wealth LLC reports $257.4 million in regulatory assets under management on its Form ADV.
How many employees does Fullcircle Wealth LLC have?
Fullcircle Wealth LLC reports 3 employees.
Where is Fullcircle Wealth LLC located?
Fullcircle Wealth LLC is based in McKinney, TX.
Does Fullcircle Wealth LLC disclose fund performance?
Fullcircle Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6950 Tpc Drive, Suite 110, McKinney, TX 75070 |
| Office hours | 8:00a.m. To 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$257.4M▼ 35%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$257.4Mregulatory AUM
Discretionary $252.9MNon-discretionary $4.6M